Kennedy Investment Group’s Valero Energy VLO Stock Holding History

Kennedy Investment Group’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$232K	Buy	+939	New	+$194K	0.09%	123
2024 Q2	–	Sell	-1,521	Closed	-$260K	–	123
2024 Q1	$260K	Buy	+1,521	New	+$218K	0.14%	107
2023 Q4	–	Sell	-1,509	Closed	-$214K	–	128
2023 Q3	$214K	Buy	+1,509	New	+$198K	0.13%	107
2023 Q2	–	Sell	-1,487	Closed	-$208K	–	123
2023 Q1	$208K	Sell	1,487 -968	-39%	-$130K	0.13%	111
2022 Q4	$311K	Buy	+2,455	New	+$308K	0.2%	96

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kennedy Investment Group's VLO Position: Q1 2026 in Review

Kennedy Investment Group opened a new position in Valero Energy (VLO) in Q1 2026: 939 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings. This is a return to the name: Kennedy Investment Group previously reported a position in VLO as recently as Q1 2024.

Kennedy Investment Group first reported a position in VLO in Q4 2022 and has held it in 5 quarters since. The position peaked at $311K in Q4 2022. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Kennedy Investment Group held 939 shares of Valero Energy worth $232K as of Q1 2026.
Valero Energy was a new Kennedy Investment Group position in Q1 2026.
Valero Energy made up 0.09% of Kennedy Investment Group's portfolio in Q1 2026, its #123 holding.
Kennedy Investment Group first reported a position in Valero Energy in Q4 2022 and has held it in 5 quarters since.
Kennedy Investment Group's Valero Energy position peaked at $311K in Q4 2022.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.